Software > IT projects > IT service provider (seeking for a shipping company) requires a document management system (DMS)

IT service provider (seeking for a shipping company) requires a document management system (DMS)

IT project from: IT service provider (seeking for a shipping company) (Germany)Project no. 22/2955: finished
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Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

As an IT service provider in an advisory role, I am looking for a document management system (DMS) for a client.

The software should meet the following requirements, among others:

  • File archiving
  • Document workflow
  • Document indexing
  • Indexing
  • Index management
  • Categorization
  • Classification systems
  • Archiving
  • Metadata and keyword indexing
  • Search
  • Text recognition (OCR)
  • Legally compliant archiving
  • Access via API and web
  • On-premises, network-compatible

Approximately 60 software workstations are planned, of which approx. 30 will have write access and approx. 30 will have read-only access.

The software should have the following functions.

Necessary:
Archive access rights
Archiving
Automated correspondence
Categorization
Coding and tagging wizard
Content overview
Creation and deletion of documents
Customizing
Digital stationery
DMS
Document classification
Document control
Document indexing
Document signatures
Document stamp
Document workflow
File archiving
Filing structures
Form and document processing
Formatting
Index management
Indexing
Libraries
Metadata
Metadata search
Outgoing mail
PDF file
PDF Viewer
Queries
Scanner
Search
Search strategies
Similarity search
Stationery functions
Text Recognition (OCR)
Text recognition results
Transfer of index data
Word recognition automation
Optional:
Autocorrect
Bookmark
Classification systems
Color text passages
Comment function
Concordance search
Full text search
Full text translation
Header and footer texts
Hierarchies
Keyword search
Keywording
Language versions
Layout separation
Magazine archive
Mail merge functions
Multiple description
Multiple links
Page editing
PDF creation
PDF editing
Phrases
Preview
Sample contracts
Sample templates
Signature management
Spell check
Spreadsheet
Table of contents creation
Template management
templates
Text editing
Text filter
Text integration
Text module management
Text templates, sample texts
Thesaurus
Translation assistance
Word dictionaries
Future:
Change tracking

Based on the specific requirements, the following solutions can be considered:

EASY DMS
Document Management Systems
PHOENIX DOCUMENTS
Document Management Systems
Findentity Office - DMS and CRM
Document Management Systems

Project statistics

Quantity
Researched solutions 25
Selected potentially relevant solutions (of which published) 16 (3)
Sent e-mails (questions, queries) and telephone calls 54
E-mails received from vendors 13
Direct responses to the IT project 2
Responses classified as relevant 8